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Personal financial planning topics

Resources on regulation, practice development, investments, pensions, retirement planning, estate planning, wills and probate, and property.

In this section


A round-up of the 2019 Autumn budget from PruAdviser

The Government's plan is to build a stronger, more prosperous economy, building on the recent Spring Statement and last year’s Budget. Prudential’s Technical Managers have analysed the Budget and summarised what it means for you.

Practice development


Financial planning steps through your 30s and 40s

The aim of this webinar is to help those building their careers and those in the “accumulation phase” of life to make sensible financial planning decisions at a time when personal financial resources are often quite stretched.

Pensions and Retirement Planning

Freedom and choice in pensions

This technical guide provides detailed information on the rules and regulations for Pension Freedoms. The guide has been designed to help professionals get-to-grips with this complicated and increasingly important area.

Maintaining income amid market turmoil

Presentations slides from our webinar which focused on strategies for dealing with clients in drawdown, or about to enter drawdown

Wills, Probate & Estate Planning

Probate News

Probate News is a regulatory update produced by ICAEW's professional standards team. Here you’ll find the latest probate technical guidance and best practice information.


The interest only ‘mortgage crunch’

An ‘Interest-only Mortgages Update’ report published by UK Finance in 2020 highlighted that between 2021 and 2027 approximately 500,000 interest only mortgages equating to £70 billion of borrowing is expected to mature.